Workiva
291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
3.15% less ownership
Funds ownership: 91.77% → 88.62% (-3.2%)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
27% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 124
Holders
291
Holding in Top 10
2
Calls
$6.53M
Puts
$4.68M
Top Buyers
| 1 | +$65.3M | |
| 2 | +$31.5M | |
| 3 | +$18.8M | |
| 4 |
Goldman Sachs
New York
|
+$18.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$18M |
Top Sellers
| 1 | -$80.3M | |
| 2 | -$29.5M | |
| 3 | -$26.8M | |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$24.7M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$19.3M |